Vanguard Index Fds Total Stk Mkt
(VTI)
|
16.8 |
$78M |
|
353k |
220.28 |
Bondbloxx Etf Trust Bloomberg Six Mn
(XHLF)
|
11.8 |
$55M |
|
1.1M |
50.23 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
8.0 |
$37M |
|
801k |
46.18 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
5.8 |
$27M |
|
334k |
79.79 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
4.8 |
$22M |
|
228k |
97.60 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
3.8 |
$18M |
|
391k |
45.30 |
Apple
(AAPL)
|
3.6 |
$17M |
|
86k |
193.97 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
3.4 |
$16M |
|
253k |
61.70 |
Vaneck Etf Trust Preferred Securt
(PFXF)
|
3.3 |
$15M |
|
857k |
17.67 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
2.9 |
$13M |
|
242k |
54.80 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
2.8 |
$13M |
|
320k |
40.68 |
Vanguard Intl Equity Index F Ftse Pacific Etf
(VPL)
|
2.7 |
$12M |
|
176k |
69.72 |
Ishares Tr Russell 3000 Etf
(IWV)
|
2.5 |
$12M |
|
46k |
254.48 |
Alphabet Cap Stk Cl C
(GOOG)
|
2.4 |
$11M |
|
93k |
120.97 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.1 |
$9.8M |
|
100k |
97.95 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.0 |
$9.4M |
|
85k |
110.48 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.9 |
$8.7M |
|
129k |
67.50 |
Invesco Exch Traded Fd Tr Ii Intl Corp Bd
(PICB)
|
1.8 |
$8.5M |
|
394k |
21.63 |
Diageo Spon Adr New
(DEO)
|
1.4 |
$6.6M |
|
38k |
173.48 |
Vaneck Etf Trust Jp Mrgan Em Loc
(EMLC)
|
1.3 |
$6.2M |
|
242k |
25.56 |
Bny Mellon Etf Trust Core Bond Etf
(BKAG)
|
1.0 |
$4.6M |
|
109k |
42.00 |
Dimensional Etf Trust Short Duration F
(DFSD)
|
1.0 |
$4.4M |
|
95k |
46.35 |
Centessa Pharmaceuticals Sponsored Ads
(CNTA)
|
0.9 |
$4.3M |
|
696k |
6.19 |
First Tr Exchange-traded First Tr Enh New
(FTSM)
|
0.9 |
$4.2M |
|
70k |
59.65 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.8 |
$3.9M |
|
9.5k |
408.86 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.7 |
$3.4M |
|
61k |
56.08 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.6 |
$2.7M |
|
38k |
72.69 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.6 |
$2.7M |
|
23k |
119.70 |
Meta Platforms Cl A
(META)
|
0.5 |
$2.4M |
|
8.3k |
286.98 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$2.3M |
|
12k |
198.89 |
Ishares Jp Morgan Em Etf
(LEMB)
|
0.4 |
$2.1M |
|
56k |
37.02 |
Vivani Medical Common Stock
(VANI)
|
0.4 |
$2.0M |
|
1.7M |
1.21 |
Amazon
(AMZN)
|
0.4 |
$2.0M |
|
15k |
130.36 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.4 |
$1.8M |
|
19k |
96.98 |
Microsoft Corporation
(MSFT)
|
0.4 |
$1.8M |
|
5.3k |
340.52 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$1.4M |
|
4.1k |
341.00 |
Procore Technologies
(PCOR)
|
0.3 |
$1.4M |
|
21k |
65.07 |
Palantir Technologies Cl A
(PLTR)
|
0.3 |
$1.2M |
|
76k |
15.33 |
Chevron Corporation
(CVX)
|
0.2 |
$1.0M |
|
6.6k |
157.35 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.2 |
$926k |
|
3.8k |
243.74 |
ConocoPhillips
(COP)
|
0.2 |
$866k |
|
8.3k |
104.21 |
First Tr Exchange-traded Fst Low Oppt Eft
(LMBS)
|
0.2 |
$787k |
|
17k |
47.67 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$690k |
|
6.4k |
107.26 |
Marriott Intl Cl A
(MAR)
|
0.1 |
$685k |
|
3.7k |
183.69 |
Procter & Gamble Company
(PG)
|
0.1 |
$653k |
|
4.3k |
151.74 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$634k |
|
4.4k |
145.43 |
Uber Technologies
(UBER)
|
0.1 |
$626k |
|
15k |
43.17 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$618k |
|
1.2k |
522.10 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$556k |
|
1.5k |
369.92 |
American Express Company
(AXP)
|
0.1 |
$548k |
|
3.1k |
174.20 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
0.1 |
$501k |
|
18k |
27.32 |
Ishares Tr Usd Grn Bond Etf
(BGRN)
|
0.1 |
$493k |
|
11k |
46.54 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$476k |
|
2.9k |
163.20 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$475k |
|
988.00 |
480.42 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$420k |
|
1.5k |
282.96 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$419k |
|
939.00 |
445.71 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$411k |
|
2.9k |
142.10 |
Morgan Stanley Com New
(MS)
|
0.1 |
$406k |
|
4.8k |
85.40 |
Lowe's Companies
(LOW)
|
0.1 |
$398k |
|
1.8k |
225.70 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.1 |
$392k |
|
4.0k |
97.46 |
Abbvie
(ABBV)
|
0.1 |
$353k |
|
2.6k |
134.73 |
Abbott Laboratories
(ABT)
|
0.1 |
$350k |
|
3.2k |
109.02 |
Intuit
(INTU)
|
0.1 |
$329k |
|
718.00 |
458.19 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.1 |
$316k |
|
2.1k |
149.33 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$315k |
|
2.0k |
157.83 |
Bank of America Corporation
(BAC)
|
0.1 |
$313k |
|
11k |
28.69 |
Phillips 66
(PSX)
|
0.1 |
$313k |
|
3.3k |
95.38 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$311k |
|
699.00 |
444.92 |
Starbucks Corporation
(SBUX)
|
0.1 |
$308k |
|
3.1k |
99.06 |
Pfizer
(PFE)
|
0.1 |
$294k |
|
8.0k |
36.68 |
Bondbloxx Etf Trust Bloomberg One Yr
(XONE)
|
0.1 |
$275k |
|
5.5k |
49.67 |
Pepsi
(PEP)
|
0.1 |
$266k |
|
1.4k |
185.22 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$250k |
|
732.00 |
341.94 |
Dimensional Etf Trust Global Sustaina
(DFSB)
|
0.1 |
$247k |
|
4.8k |
51.14 |
Oracle Corporation
(ORCL)
|
0.1 |
$232k |
|
1.9k |
119.09 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$223k |
|
2.9k |
75.66 |
Automatic Data Processing
(ADP)
|
0.0 |
$221k |
|
1.0k |
221.04 |
Nextera Energy
(NEE)
|
0.0 |
$221k |
|
3.0k |
74.20 |
Omni
(OMC)
|
0.0 |
$217k |
|
2.3k |
95.85 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$216k |
|
511.00 |
423.02 |
Home Depot
(HD)
|
0.0 |
$214k |
|
688.00 |
310.64 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.0 |
$213k |
|
1.0k |
202.72 |
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.0 |
$203k |
|
8.7k |
23.46 |
Farfetch Ord Sh Cl A
(FTCHF)
|
0.0 |
$153k |
|
25k |
6.04 |